We Study Billionaires - The Investor’s Podcast Network BTC008: Bitcoin & Macro Mastermind Discussion w/ Lyn Alden & Luke Gromen (Bitcoin Podcast)
Jan 13, 2021
Lyn Alden, an investment strategist known for her macroeconomic insights, and Luke Gromen, an author and financial researcher, dive deep into the current state of commercial real estate and the impact of small businesses on the economy. They explore Bitcoin's gradual adoption and its financial implications, alongside discussions about Tether's volatility and Ethereum's evolving landscape. The duo unpacks corporate strategies around Bitcoin and the complexities of decentralization in today's financial world, all while eyeing potential future market trends.
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Small Business vs. Indices
- Small-cap indices perform well, but small businesses struggle.
- Commercial real estate presents value investing opportunities, but high disruption makes it challenging.
Brookfield's Contrarian Bet
- Brookfield Asset Management, known for contrarian investing, is doubling down on distressed commercial real estate.
- Their global mandate and strong capitalization allow them to capitalize on opportunities others avoid.
Treasury Holders and Real Yields
- Treasury holders prioritize nominal returns and regulatory requirements over real rates.
- Real yields are negative according to the Treasury market's own inflation pricing.